Laddawn.com : Avante - Changes to Screens/Processes

Created by Judy Ascensao, last modified on Nov 21, 2014
  1. Quote Entry - remove all configurations except NS Make/Buy
  2. Quote Acknowledgement - will this be disabled or re-written?  Will remain the same. Only change is to add 'special instr charges' below subtotal line
  3. Sales Order Acknowledgement - will this be disabled or re-written? Will remain the same. Only change is to add 'special instr charges' below subtotal line
  4. Invoice Form:  Will remain the same. Only change is to add 'special instr charges' below subtotal line
  5. C/E requests:Sales Order Display - write front-end to show all orders linked by a Master Order #
    1. Add new request types for Sample Orders (directed to Avante Sales Order Screen) and NS Quotes (directed to Avante Quote Screen)
    2. Re-direct to the web for Quote/Sales Order Entry.  Write interface between web and Avante for request to quote/request to order links.  Record locks.
    3. How will we handle multiple order numbers created on a single c/e request (stock & mod)
  6. If CPU is added as a new 'Fob Code' option, change all freight calculation/credit card programs to handle CPU the same as P&A (or PPD for credit card)
  7. Will the part# remain the same on quote/order detail lines (ie, BAGS, ROLLSHEET, FURN, etc)?  If not, must locate and change all Avante logic that is doing a calculation based on the part#. REMAINS THE SAME - NO ADD'L CHANGES NEEDED
  8. If order# assignment is changed (alpha suffix), make sure this works through Avante (including reports/Clippership)
  9. Dupe P/O logic - show master order# instead of individual orders
  10. We will charge for export pallets.  I am assuming that this will become a separate line item (or revenue code) charge on the order, since it's now too late to include it in the quoted price as we do today.  This will require programming changes for order creation and it should be considered when reviewing sharing/quote acknowledgement format (how will it be shown).
  11. Shipments - Send 'shipping notification email' to customer when shipment has been made
  12. Meme asked for a link from Stock Status Display to MRP Display in Avante.  Will they still need this?
  13. Conversion program for converted and unexpired quotes (BAGS, FURN, ROLLSHEET, ROLLTUBE, SOR and MP).  Don't convert NS quotes.  SHEETING and TUBING s/b converted to 'by the roll' quantity and pricing.
  14. Ability for c/e to override Stock Prices (they all use override code of 'Sales Mgr'.
  15. Make sure shipping instruction comments (ie, #pkgs per pallet, pallet hgt, pallet wgt, liftgate, etc) end up on picking slip and w/o traveler forms (no longer part of config w/o comments).  Possibly write to w/o comments when creating quote.
  16. MOD item description1 (bag size) may have to be written with lower case 'x' instead of 'X'.  This logic had to change because all products now go through a single configuration.  I was able to bypass depth for FURN and length for continuous sheeting/tubing by stuffing 'x'.  But since upper case X is used to 'go back a question', I used lower case.  Two options:  change the 'prev' indicator to lower case 'x' and config to upper case 'x' (criteria 100), or leave as is and change the following programs: QUOS9007.1, QUOS9009.1, SOPS4007.2, and SSMS9003.1.
  17. Create new SYSCON CFG.GRP*MOD using new criteria# assignment.  This is used by some Avante BP programs.
  18. Modify EPCS0018.1 - remove un-needed w/o comments/packaging comments. - DONE - also reverted back to std BP version on 11/21/14 (ticket 2902)
  19. marketplace - item description in QUDET/SODET was changed for 'materials'... now uses regular custom item desc AS,AFPAS or AS,AMF for antistat.  Change label printing, etc.
  20. Are there any existing Avante searches on job reference that need to be removed?
  21. Per Dawn ... it we happen to be in the area, make this less manual:  CIA and COD order flow is currently completely manual.  For CIA orders, whs emails Linda - Linda prints ackn and adds overrun$ (if custom) - calls customer - emails whs when funds are received so they can ship.  COD-whs takes care of this using s/o display + freight$.
  22. Must Ship Today Report (and possibly other rpts): either remove the orders that already shipped from the report, or sort the report by status (open vs shipped) - OR BY NEW MUST SHIP TODAY FLAG (1=MANUALLY CHOSEN; 2=AUTOMATED < 11AM)
  23. Invoice form - if possible, try to put a meaninful header under the subtotal when showing total shipping preference charges (ie, export pallet, tailgate, liftgate, etc).  This could only be done if a single charge was on the invoice.
  24. Sales Call Entry - what should we do with F6-Quotes, which goes to QUO4000 after F3 selection of quote# they want to work on?  To website?  How are they logged in?  PER TINA, SALES WILL HAVE TO USE C/E REQUESTS TO ACCESS THE WEB.
  25. Adding Atlanta as a production facility:
    1. QUOS5000.2
    2. SSMS9007.1
    3. SSMS9008.1
    4. SFCS9004.1
    5. SOPS9085.1
    6. SOPS9097.3
    7. SOPS9148.1
    8. EPCS9008.1
    9. QUOS4000.4PS
    10. QUOS9008.1
  26. Add new color options Purple (PPL) and Blue/Green (BGR) to Scheduling Screen (IIDEFN BAGCOLOR.LAD) -DONE
  27. Do we need a search by MOD Item# in Quote Display (QUO2000)?  If we aren't showing c/e or the customer the quote numbers associated with a MOD Item, how will c/e find the quote to lookup info on Avante?  Will they still be using the Quote Display?  Make sure NS quotes entered via QUO4000 can still be displayed (they won't be associated with a MOD Item). 
  28. Modify c/e request screen to show any customer and/or sales org alert messages after the billto cust# has been entered, and any contact alert message after the contact# has been entered.??? These alerts will either go away or only show when going through checkout, which may be too late (after the sales order/quote has been entered). ***DON'T NEED
  29. What should happen with F6-Quotes fkey from sales rep communication detail screen?  Do they use this?  Send them to the web?  Logged in as contact?  11/14 - per tina v in web jam meeting:  make sales reps use c/e request system like everyone else to enter a quote or order. - NO CHANGES REQD
  30. c/e requests - possibly add to billto# search a prompt for zip code (for billtos with multiple locations)
  31. Modify Picking Slip as to change Date Box Heading as follows:
    1. If Date Type = Arrive On:  "Arrive On"
    2. If 'Must Ship Today' = 1 or 2 OR Order Type = 2 (future date entered):  "Ship On"
    3. If none of the above:  "Ship On or Before"    *** SHOULD MOD ITEMS SAY THIS TOO???

  

  

Tasks from c/e meeting of 4/30/13:

  1.  Need to cleanup Ship Via in customer master.  For Shipto and Drop Ships Only (DO NOT TOUCH BILLTOS): set everyone to BW.  DONE->Also, fix 'E-new drop ship' logic in SOP4000 (and from the web) to set Ship Via to "BW" for all newly created drop ships (regardless of the ship via on the order being created).
  2. Create ASCII file for Meme of all sales organizations that have alert messages (SLSORG.USR<6>) for them to review and clean up.  See if she wants to wait until we've attempted cleanup of this field in #3 below.  DONE
  3. Customer Comments - if the customer (billto or shipto) has had no orders in the past 2 years, delete their customer comments (CUSTMST<53>).  Also remove their alert message popups (CUSTMST.USR<46).  If no billto's in a sales org have had orders in past 2 years, also remove Alert Messages for the sales organization (SLSORG.USR<6>).  When removing comments/alert messages from a Billto customer, remove all contact's alert messages (SLSCONTACT.USR<25>).  Once cleanup is complete, run IIUTIL CUSTS-WITH-COMMENTS for Meme.
  4. ASCII of sales orders for the past 12 months that have a comment like "DO NOT MASTERPACK".  These are most likely '000' (blank) comments.
  5. Delete duplicate Ship-to/Drop Ship customers.  There is an IIUTIL DUPE.SHIPTO that looks for duplicate names/zips and writes a work file DUPE.DROPSHIP.  Field 2 of the work file shows how many customers shared the same name[1,7] and zip code[1,5].  This should be re-run to rebuld the work file.  Review the work file and delete the customer using following rules: 

    1. Only if 0 orders in the #Orders column and a null in the Last OrdDate column (meaning customer has not placed any orders in the last 3+ years, so there's nothing in SOCUSTXRF).

    2. Write deleted CUSTMST record to a hold file in case we need to bring them back

    3. Use CUSTMST delete logic from ARM3000 (F4)

    4. If CUSTMST delete logic doesn't check for existence of data in CUSTSUM, add this check.  We don't want to delete any customers with sales data

    5. Re-run DUPE.SHIPTO ASCII after complete to see what's left.  The rest may have to be manually cleaned up using merge/purge process.